Admin: Document Generator: Enable Layout Field Visibility

For added flexibility, the Document Generator offers the ability to configure field visibility in Layout.

The setting to enable override functionality with the Apply Override Settings field in the Custom Setting named Document Generator Configuration.

For step by step directions, see below:

  1. Navigate to Setup > Custom Settings.
  2. Next to Document Generator Configuration click ManageEdit.
  3. Select the Apply Override Settings checkbox and click Save.

Next Steps

Once you have enabled the field override, you need to configure the fields you want to see. For configuration details. see Document Generator: Admin: Configure Layout Field Visibility.